Janet Robinson, financial advisor Westlake Village CA

Janet Robinson

CRD Number: 1260217
Current Firm: Oak Asset Management, LLC

Janet Robinson (CRD# 1260217) is an Investment Advisor Representative working at Oak Asset Management, LLC in Westlake Village, CA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Oak Asset Management, LLC Westlake Village, CA May 2017 - Current 6
Wells Fargo Advisors Financial Network LLC Westlake Village, CA May 2009 - May 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Janet M. Robinson
Phone Number: (805) 778-0818
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    349
    MILLIONS
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $491,254
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, ID, NH, NV, TX, UT, WA

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